Client Registrations¶
Client Registrations are self-service sign-ups submitted by prospective clients — for example, through a public registration form. This screen lets you review, verify, and turn them into full client records.
Accessing Client Registrations¶
In the sidebar, click Clients → Registrations.
The Three Tabs¶
| Tab | Shows |
|---|---|
| All | Every registration received, regardless of status |
| Assigned | Registrations already linked to an existing client record |
| Validated | Registrations that have been verified but not yet linked to any client — these are the ones needing your action |
Each tab shows a badge with the current count, and its own search box.
Acting on a Validated Registration¶
On the Validated tab, each row has two actions:
- New Client — creates a brand-new client record from the registration's details. You'll be asked to confirm before the client is created.
- Assign Existing — opens the client selector so you can link the registration to a client that already exists in your list, rather than creating a duplicate.
Refreshing¶
Click the refresh icon next to the search box to reload all three tabs at once — useful if registrations are coming in while you work.
Why is a registration still showing after I assigned it?
Once assigned, a registration moves out of the Validated tab and into Assigned — check there to confirm the action completed. If it's still on Validated, try Refresh.